Andrew Kuhn and Geoff Gannon
Focused Compounding
QuickFS Link: https://quickfs.net/?via=focusedTwitter: @FocusedcompoundEmail: info@focusedcompounding.comFocused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/disclaimer/
Author
Andrew Kuhn and Geoff Gannon
Category
Podcast website
Latest episode
May 29, 2026
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Episodes
Ep 130. Answering Investing Questions From Twitter @FocusedCompound 04.11.2019 22:27
Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of in...
Ep 129. Why Buy and Hold Rarely Works: Portfolio Turnover the Warren Buffett Way vs. the Peter Lynch Way 31.10.2019 30:04
Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of investors who follow the princ...
Ep 128. The Secret to Snap Judgments: Why 95% of Stocks Aren’t Worth Your Time - And How to Instantly Spot the 5% That Are 29.10.2019 32:01
Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of in...
Ep 127. Free Cash Flow Plus Growth: Investing the Warren Buffett Way 24.10.2019 29:38
Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of in...
Ep 126. The Only Way That Buy and Hold Ever Works: How Compounders Create Value 22.10.2019 30:53
Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of in...
Ep 125. Investing in Bank Stocks: Why Interest Rates and the Yield Curve Matter 17.10.2019 25:06
Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of in...
Ep 124. How to Read a 10k 15.10.2019 31:09
Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of in...
Ep 123. Investing Other People’s Money: Float, Deposits, Backlog, & AUM 11.10.2019 22:29
Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of in...
Ep 122. How to Read a Balance Sheet 08.10.2019 26:03
Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of in...
Ep 121. Investing in Stocks: ROC, ROE, ROIC, ROIIC 03.10.2019 21:39
Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of in...
Ep 120. Focused Compounding Q3 Results +9.6% | +37.8% YTD 02.10.2019 26:38
Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of i...
Ep 119. Investing Mistakes, Creative Things We’ve Done For Research, DCF’s, Screens, Projections, and Other Questions From Twitter 01.10.2019 31:31
Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of in...
Ep 118. How to Read a Cash flow Statement - The MOST Important Statement 26.09.2019 26:40
Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of in...
Ep 117. Why Investors Are Hardwired to Keep Making The Same Mistakes - REITS, MLPs, IPOs, Shorting Good Stocks, and More 24.09.2019 33:00
Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of in...
Ep 116. How to Think About Margin of Safety, Seth Klarman, The Intelligent Investor, and Advice on Looking for Stocks With a Margin of Safety 19.09.2019 22:51
Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of in...
Ep 115. Mr. Market from Chapter 8 in The Intelligent Investor by Benjamin Graham 17.09.2019 22:05
Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of in...
Ep 114. All About Investing in Insurance Stocks 12.09.2019 25:36
Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of...
Ep 113. Investing in Stocks: Monarch Cement $MCEM 10.09.2019 29:49
Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Join our free stock writeup list at: https://www.focusedcompoundinggazette.com
Ep 112. Investment Qualities That Make a Great Investor from Peter Cundill and How to Develop Them 03.09.2019 26:23
Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of in...
Ep 111. Warren Buffett’s Investment Filters, Hurdle Rate, Financial Models, and Alice Schroeder 29.08.2019 20:04
Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of in...
Ep 110. Energy Stocks, NACCO, Replacement Value, Valuing Stocks, and Thoughts on the Warren Buffett Partnership Fee Structure 27.08.2019 26:45
Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of in...
Ep 109. Upcoming Spinoffs, Information Overload, Portfolio Allocation, and Walking Through an Appraisal 22.08.2019 27:41
Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of in...
Ep 108. Investing, Market Cycles, Tesla, Portfolio Management, and Life With Vitaliy Katsenelson From Investment Management Associates 20.08.2019 1:00:56
Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of in...
Ep 107. Interest Rates, Discount Rates, The Market Cycle, Tariffs, WeWork, and Much More 15.08.2019 31:56
Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of in...
Ep 106. Our Thoughts on NACCO, KLXI, Selling, Currency Over/Under Valuation, and The Big Mac Index 13.08.2019 26:53
Twitter: @Focusedcompound Email: info@focusedcompounding.com Contact Geoff at: Email: gannononinvesting@gmail.com Focused Compounding is an exclusive, members only site for buy and hold value investors. Inside, you will find: friendly forums, frequent blog posts on timeless investing concepts, and dozens of actionable stock ideas from other investors. Experience all this in the company of in...
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